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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1501
Capital Counsel
New York
$423K -$34K -620 -8%
OCM
1502
Osterweis Capital Management
California
$423K – – –
CAMI
1503
Concord Asset Management (Illinois)
Illinois
$422K – – –
RWM
1504
Raffa Wealth Management
District of Columbia
$422K +$369K +6,736 New
CWM
1505
CIBC World Markets
New York
$421K +$395K +7,201 New
PIM
1506
Provident Investment Management
Michigan
$418K +$2.58K +47 +0.7%
RB
1507
Rodgers Brothers
Pennsylvania
$415K – – –
HA
1508
Hamel Associates
New Jersey
$412K +$386K +7,052 New
S
1509
SignatureFD
Georgia
$410K +$100K +1,830 +35%
KIC
1510
Keating Investment Counselors
Florida
$409K – – –
YMRC
1511
Yorktown Management & Research Company
Virginia
$409K – – –
NES
1512
New England Securities
New York
$408K -$11.8K -216 -3%
AWA
1513
Arete Wealth Advisors
Illinois
$408K +$383K +6,994 New
SOADOR
1514
State of Alaska Department of Revenue
Alaska
$401K +$80.5K +1,470 +27%
T
1515
Thomaspartners
Massachusetts
$398K -$59.6K -1,087 -14%
AW
1516
Alpha Windward
Massachusetts
$396K +$8.38K +153 +2%
SFG
1517
SNS Financial Group
Minnesota
$393K +$368K +6,714 New
EVC
1518
Eidelman Virant Capital
Missouri
$392K – – –
DHFB
1519
Dixon Hubard Feinour & Brown
Virginia
$389K -$8.44K -154 -2%
WTB
1520
Washington Trust Bank
Washington
$388K -$4.81M -87,780 Closed
BSW
1521
Buckingham Strategic Wealth
Missouri
$387K -$384K -7,004 -51%
BST
1522
Bath Savings Trust
Maine
$386K -$108K -1,964 -23%
NYLT
1523
New York Life Trust
New York
$386K -$7.45K -136 -2%
EP
1524
Elkhorn Partners
Nebraska
$380K – – –
CT
1525
Coastline Trust
Rhode Island
$378K +$32.9K +600 +10%
59 60
61
62 63